Position in AVGO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$70,511,570
+$12,702,221 QoQ
Shares Held
186,662
-0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
5.30%
of 13F equity value
Holder Rank
#626
of 4,790 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026F/m Investments LLC holds $183,114,146 across 17 Semiconductors names. AVGO ranks #1 (38.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
This page
|
186,662 | $70,511,570 | |
| 2 | NVDA |
Nvidia Corp
|
294,630 | $58,952,516 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
34,416 | $19,992,598 | |
| 4 | MU |
Micron Technology Inc
|
9,890 | $11,415,928 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
21,768 | $6,484,469 | |
| 6 | TXN |
Texas Instruments Inc
|
18,844 | $5,616,831 | |
| 7 | QCOM |
Qualcomm Inc/De
|
13,536 | $2,501,317 | |
| 8 | CRDO |
Credo Technology Group Holding Ltd
|
7,403 | $2,013,245 |
All Filings in AVGO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,511,570 | 186,662 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $57,809,349 | 186,777 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $92,929,580 | 268,505 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $90,995,776 | 275,820 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $85,793,857 | 311,242 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $49,560,954 | 296,010 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $73,054,870 | 315,109 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $52,431,029 | 303,948 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $35,297,576 | 21,985 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $930,437 | 702 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $760,166 | 681 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $515,790 | 621 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $525,662 | 606 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,509,704 | 3,912 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $2,097,296 | 3,751 | Shares | Sole | 2023-01-31 | |
| 2021-03-31 | $3,164,943 | 6,826 | Shares | Sole | 2021-06-01 | |
| 2020-12-31 | $2,779,909 | 6,349 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||